Kaitlyn
Ramsay

Putnam Investment Management, LLC

CRD#5472396
Investment Advisor
in Boston, MA
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About this Advisor

Kaitlyn Ramsay is an advisor whose office is in Boston, Massachusetts. Currently an investment advisor with Putnam Investment Management, LLC, Ramsay has 12 years of experience in the financial advisory industry. Ramsay maintains Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Ramsay is registered to work with clients in Massachusetts. Over the course of their career, Ramsay has held roles at University Of Nh, Full Time Education, Investacorp Inc, Aarp, Greater Derry-Salem Cooperative Alliance For Regional Transporta, Putnam Inv./Putnam Retain Management, Lpl Financial, Santander Securities LLC and Sovereign Bank. Putnam Investment Management, LLC is headquartered in Boston, Massachusetts. As a registered investment advisory firm, Putnam Investment Management, LLC oversees $92 billion in assets across 160 client accounts and retains more than 272 people. The amount of assets the firm manages places it among the largest firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. None of the investment firm's 160 clients are regarded as high-net-worth individuals, who are defined as investors who have more than $1 million in investable assets. Putnam Investment Management, LLC provides portfolio management for investment companies and portfolio management for pooled investment vehicles. The firm may charge clients asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

12 years

Services Offered

Portfolio management for investment companies, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees

Disclosures

No

Office Location

100 Federal St
Boston, MA 02110

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Putnam Investment Management, LLC Brokerage Details

Total Assets Under Management

$88,631,299,657

MA Average: $16,012,751,954
Total Number of Employees

303

MA Average: 118
Total Number of Accounts

154

MA Average: 4,567
Average Account Size

$575,527,920

MA Average: $3,506,186

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Investment Advisory Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles

Kaitlyn Ramsay Work History

Kaitlyn has 12 years of experience.

2016 - Present (3 years)

Putnam Retail Management

2013 - 2016 (3 years)

Southern New Hampshire University

2012 - 2012 (< 1 year)

Lpl Financial

2012 - 2013 (1 year)

Santander Securities LLC

2012 - 2012 (< 1 year)

Sovereign Bank

2010 - 2010 (< 1 year)

Aarp

2010 - 2012 (2 years)

Putnam Inv./Putnam Retain Management

2009 - 2009 (< 1 year)

Greater Derry-Salem Cooperative Alliance For Regional Transporta

2008 - 2009 (1 year)

Investacorp Inc

2008 - 2009 (1 year)

Aarp

2007 - 2009 (2 years)

University Of Nh

2006 - 2010 (4 years)

Full Time Education

Disclosures

Kaitlyn Ramsay has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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